EDI 867 report generates summary report

When you run the SM Product Transfer/Resale-EDI 867 Report to inform your vendors of products that were sold or transferred, a summary report is now generated. You can use the summary report to review and confirm the transactions that were processed by the report.

The contents of the summary report is based on the (S)ale, (V)endor/Whse Sale, (T)ransfer option. The option is used to determine which transactions to include in the report and the sort order of the data. When you run the report for Sale or Vendor/Whse Sale, the summary report includes this information:

  • Warehouse product and warehouse product description
  • Order number and order type
  • Line number and sequence number
  • Quantity and unit
  • Cost and net amount
  • Invoice date and requested date
  • Customer number and name
  • Order totals

When you run the report for Transfer, the summary report includes this information:

  • Warehouse product and warehouse product description
  • Transfer number and transfer type
  • Line number and sequence number
  • Quantity and unit
  • Cost and net amount
  • Ship date and requested date
  • Ship to

The reports are organized by vendor. Totals by order and totals by vendor are included. Grand totals are included at the end of the report.

The summary report is output using the printing method that is selected on the Information page for the SM Product Transfer/Resale-EDI 867 Report.